Transition Assistance
Experience a smooth transition with our dedicated support and focused transition assistance.
New to LPL? You and your licensed staff members can find helpful resources and track your transition process in this portal.
The workstation that powers everything about your practice, with integrations into other technologies so everything is connected.
Send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or report that it’s been delivered.
Access your account 24/7 from any device and get real-time clarity into your portfolios, transactions, statements, and more.
Take advantage of the potential to improve your profitability with LPL Financial’s competitive payouts and charges.
Clear your trades quickly and effectively while keeping expenses in check.
Experience a smooth transition with our dedicated support and focused transition assistance.
Build a practice that’s a true reflection of your goals, from OSJ to RIA, as an independent or as part of a bank or credit union.
Take advantage of the potential to improve your profitability with LPL Financial’s competitive payouts and charges.
Build a practice that’s a true reflection of your goals, from OSJ to RIA, as an independent or as part of a bank or credit union.
Clear your trades quickly and effectively while keeping expenses in check.
Experience a smooth transition with our dedicated support and focused transition assistance.